DPW
DiNuzzo Private Wealth Portfolio holdings
AUM
$919M
1-Year Est. Return
13.25%
This Fund
S&P 500
1 Year Est. Return
+13.25%
AUM
$882M
AUM Growth
+$39.5M
(+4.7%)
Holding
1,403
Top Buys
| 1 | +$3.42M | |
| 2 | +$2.41M | |
| 3 | +$2.19M | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$1.47M |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$1.07M |
Top Sells
| 1 | +$1.25M | |
| 2 | +$651K | |
| 3 | +$632K | |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
+$618K |
| 5 |
Dimensional World Equity ETF
DFAW
|
+$180K |
Sector Composition
| 1 | Technology | 1.16% |
| 2 | Consumer Discretionary | 0.55% |
| 3 | Financials | 0.43% |
| 4 | Industrials | 0.25% |
| 5 | Energy | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
THS
1401
DELISTED
Treehouse Foods
THS
| – | – |
-2
|
|
||
|
PRMB
1402
Primo Brands
PRMB
$7.54B
| – | – |
-19
|
|
||
1403
Surgery Partners
SGRY
$1.6B
| – | – |
-2
|
|